Dashboard

Last synced: 17 Feb, 03:00 pm · M365 + manual

Active Clients

Active Engagements

Pipeline Opps

Completed

Pipeline Overview

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lead

proposal

confirmed

delivered

closed

Upcoming (2 weeks)

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One ESR AI Fluency Program

ESR Group

26 Sept

Client Onboarding Training Program

Ren3

12 Dec

Copilot Pro Executive Training

SIPEF

24 Mar

Copilot for Business Head Workshop

UOB Group

13 Jan

Crafting Effective Prompts Workshop

AMRO

23 Feb

Copilot Success Metrics & Adoption Tracking

UOB Group

23 Jan

Needs Attention

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ACEU (Aster Chemicals and Energy Union)

Last touch: 1 Feb

needs attention

Certis Group

Last touch: 22 Jan

needs attention

Crayon

Last touch: 1 Feb

needs attention

Crayon / Mark Chen

Last touch: 1 Feb

needs attention

Engie

Last touch: 1 Feb

needs attention

GPM

Last touch: 19 Jan

needs attention

Recent Activity

Deep M365 scan completed - 12 months of data analyzed

14 Feb, 06:30 am

Nexus data enriched - added Certis, Ren3, CBK, Engie, MISSION+ financials, 15+ new contacts

14 Feb, 06:30 am

UOBT invoice requested by Nattapon (HR)

13 Feb, 02:34 pm

ESR AI Fluency Program proposal walked through with Roland

13 Feb, 01:00 pm

Microsoft invoice G140767137 received

13 Feb, 10:32 am

NTUC AI Fluency Toolkit proposal updated with Crayon

12 Feb, 10:51 pm

GIC Copilot pilot - feature wish list discussed

12 Feb, 06:00 pm

ACEU Basic AI Tools confirmed for Jul-Aug 2026

12 Feb, 05:36 pm

UOB GC SOW signed by Leo Tin

12 Feb, 05:26 pm

Crayon/Mark Chen - Copilot Workshop meeting scheduled 24 Feb

12 Feb, 12:00 pm